LiveCareer-Resume

insurance agent resume example with 11+ years of experience

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Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000, resumesample@example.com
Summary

Experienced Banking, Financial & Insurance Professional

A result oriented professional with rich experience in Financial Sales, Credit and Underwriting and Insurance processes. I have extensive exposure and proven leadership experience in leading high performance teams in multiple functional areas of Banking, Financial Sales and Credit and Insurance Operations.

Skills
  • Strong Work Ethic
  • Ability to Multitask
  • Superior Customer Relation Skills
  • Ability to Work Under Pressure
  • Effective Oral and Written Communication Skills
  • Strong Analytical and Problem Solving
  • Ability to Positively Motivate, Develop, Coach and Lead Others
  • Advanced Knowledge in Consumer and Business Banking and Finance and Insurance
  • Knowledge of Federal and State Regulatory Requirements
  • Experience in Senior Leadership
  • Client retention
  • Friendly, positive attitude
  • Critical thinking
  • Troubleshooting
  • Training & Development
  • Collaboration
  • Organization
Experience
2020 to Current Insurance Agent American National Insurance Company | Kingman, AZ,
  • Supported customers with individualized support and broad knowledge of insurance products to bring targeted services to individuals with varying needs.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Engaged customers and provided high level of service by carefully explaining details about insurance products.
2012 to 2020 Senior Credit Analyst IIII Eagle Bancorp, Inc. | Bethesda, MD,
  • Reviewed customer financial data to ascertain level of risk involved for extending credit.
  • Implemented risk assessment techniques to identify indicators of potential attempts at fraud or other unethical activity, denying suspicious applications to protect company.
  • Utilized automated underwriting and credit analysis systems to generate reports on applications, analyzing debt-to-income ratios and other metrics to assess applications.
  • Analyzed loan-to-value ratios, debt to income ratios and credit scores to make underwriting decisions.
  • Inspected financial statements, credit information and title data to complete underwriting process.
2010 to 2012 Branch Manager U.S. Bank | City, STATE,
  • Drive originations to ensure branch exceeds sales goals.
  • Responsible for recruiting, coaching, training and developing branch team.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.

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Resume Overview

School Attended

    Job Titles Held:

    • Insurance Agent
    • Senior Credit Analyst IIII
    • Branch Manager

    Degrees

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